A detailed history of Shepherd Financial Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 46,891 shares of JPM stock, worth $11.4 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
46,891
Previous 46,218 1.46%
Holding current value
$11.4 Million
Previous $9.35 Million 5.72%
% of portfolio
1.2%
Previous 1.21%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$194.9 - $224.8 $131,167 - $151,290
673 Added 1.46%
46,891 $9.88 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $57,625 - $65,532
320 Added 0.7%
46,218 $9.35 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $163,581 - $196,093
979 Added 2.18%
45,898 $9.19 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $12,483 - $15,667
92 Added 0.21%
44,919 $7.64 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $412,874 - $455,514
2,883 Added 6.87%
44,827 $6.5 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $135,755 - $154,893
1,065 Added 2.61%
41,944 $6.1 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $68,450 - $78,802
548 Added 1.36%
40,879 $5.33 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $37,623 - $50,862
369 Added 0.92%
40,331 $5.41 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $17,102 - $99,478
825 Added 2.11%
39,962 $4.18 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $131,528 - $158,742
1,168 Added 3.08%
39,137 $4.41 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $143,054 - $187,810
1,115 Added 3.03%
37,969 $5.17 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $147,782 - $164,908
960 Added 2.67%
36,854 $5.84 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $39,681 - $45,084
270 Added 0.76%
35,894 $5.87 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $112,295 - $126,827
762 Added 2.19%
35,624 $5.54 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $107,430 - $134,790
855 Added 2.51%
34,862 $5.31 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $105,421 - $138,760
1,092 Added 3.32%
34,007 $4.32 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $42,536 - $48,380
466 Added 1.44%
32,915 $3.17 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $92,180 - $124,454
1,097 Added 3.5%
32,449 $3.05 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $958,870 - $1.71 Million
-12,133 Reduced 27.9%
31,352 $2.82 Million
Q4 2019

Jan 31, 2020

SELL
$111.82 - $139.4 $221,179 - $275,733
-1,978 Reduced 4.35%
43,485 $6.06 Million
Q3 2019

Nov 25, 2019

BUY
$104.8 - $120.23 $12,576 - $14,427
120 Added 0.26%
45,463 $5.35 Million
Q2 2019

Aug 05, 2019

SELL
$104.64 - $116.12 $64,667 - $71,762
-618 Reduced 1.34%
45,343 $5.07 Million
Q1 2019

Apr 29, 2019

BUY
$97.11 - $107.19 $123,523 - $136,345
1,272 Added 2.85%
45,961 $4.65 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $209,894 - $262,698
2,278 Added 5.37%
44,689 $4.37 Million
Q2 2018

Aug 02, 2018

BUY
$103.24 - $114.29 $284,116 - $314,526
2,752 Added 6.94%
42,411 $4.46 Million
Q1 2018

May 01, 2018

SELL
$107.01 - $118.77 $26,217 - $29,098
-245 Reduced 0.61%
39,659 $4.36 Million
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $162,578 - $182,879
-1,696 Reduced 4.08%
39,904 $4.27 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $3.68 Million - $3.97 Million
41,600
41,600 $4.01 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.